Zhi Tong Cai Jing·2025-08-24 23:29Group 1 - The release of DeepSeek V3.1 signifies a breakthrough in the domestic large model and chip ecosystem, utilizing the UE8M0FP8 format specifically designed for next-generation domestic chips, addressing compatibility issues with NVIDIA's FP8 standard, and promoting the autonomy of the domestic computing power ecosystem [1] - The urgent demand for domestic computing power is driven by the discontinuation of NVIDIA's H20 chip, leading to a recommendation for the domestic computing power sector [1] - A joint statement from the US and EU on August 21, 2025, outlines a trade agreement framework covering various sectors, including agricultural products, automobiles, semiconductors, and digital trade barriers, indicating a reduction in global trade risks and a release of overseas computing power demand [1] Group 2 - The solar industry is undergoing optimization with a focus on supply and demand stimulation, as multiple ministries convened to regulate competition and promote industry self-discipline, aiming to curb low-price competition and enhance product quality [2] - The logistics and delivery sectors are also pushing for a shift from low-price competition to high-quality development, with industry associations advocating for compliance with relevant laws to prevent malicious competitive practices [2] - Current market conditions in the takeaway delivery sector remain relatively stable regarding subsidies [2] Group 3 - Key sectors to focus on include computing power, rare earths, Hong Kong securities, and the internet [3]